A plan for today, tomorrow and generations to come

Generational Family on Beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Colin-Simon

    Colin Simon

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MN
    • MO
    • MS
    • MT
    • NC
    • NM
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    Colin Simon joined UBS in 2010. Through attentive and extensive wealth planning strategies and retirement plan consulting, he works to help his team's clients achieve success. Colin holds the Series 7 and 66 securities licenses, as well as Life, Disability, Long-Term Care and Annuity Insurance Licenses. He is also a chartered retirement plan specialist - CRPS®.

    Colin earned his Bachelor’s degree from the University of Washington. Colin currently serves on The Salvation Army King County advisory board and is the Chair for the Board Development committee.

    He and his family live in Seattle and outside of the office, he enjoys spending time with his wife and daughters, basketball, running, travel, cooking, and working in their garden.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • University of Washington, Seattle, Bachelor's Degree
    • Chartered Retirement Plans Specialist℠
    • Retirement Plan Consultant
    925 Fourth Avenue
    31st and 32nd Floors
    Seattle, WA 98104
  • Mandi Headshot

    Alison Mandi

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NM
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI

    As a financial advisor with 15 years of industry experience, Alison helps families, professionals, and retirees to accomplish their financial and lifestyle priorities at every stage.  Alison provides detailed and comprehensive financial analysis to help clients gain clarity around their situation and goals, along with a plan to address the client’s unique needs, values, and dreams for the future. Utilizing the combined expertise of her team, along with the extensive global resources of UBS, she implements customized strategies for each client, offering disciplined and time-tested investment solutions. She is especially passionate about educating and elevating women toward success in their financial journey.

    Alison graduated from the University of Washington in 2006, where she competed on the track & field team and earned a BA in International Studies. She obtained her Series 7 and 66 licenses in 2007. She is a native of Washington state and currently lives in Kirkland with her husband and three sons.  She enjoys running and volunteers as an assistant track & field and cross-country coach at Northwest University.  Alison and her family are actively involved with their church and other volunteer organizations.

      • University of Washington, B.A. International Studies
        925 Fourth Avenue
        31st and 32nd Floors
        Seattle, WA 98104
      • Gabrielle-French

        Gabrielle M. French, AAMA

        Wealth Management Associate

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        • CA
        • MO
        • OR
        • WA

            • Accredited Asset Management Specialist℠
            925 Fourth Avenue
            31st and 32nd Floors
            Seattle, WA 98104
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            Nicola "Nici" Barber

            Senior Client Associate

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            • AK
            • AZ
            • CA
            • ID
            • OR
            • TX
            • VA
            • WA

                  925 Fourth Avenue
                  31 & 32 Floor
                  Seattle, WA 98104

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights